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Significant changes at Personify
5 April 2016, by , in AMS Vendors, 2 comments

I had the opportunity to meet recently with Marc Bernstein and Andre Pavovlic from Personify. Marc is Vice President & Industry Principal and Andre is Vice President, Product Marketing & Management. The purpose of our meeting was to get an update on where Personify is as a company these days. Personify was purchased by private equity firm Rubicon Technology Partners a little over two years ago, and there have been some significant changes in Personify staff since then (including the hiring of both Marc and Andre).

Here are some of the highlights from our meeting:

  • When new staff are brought on at Personify, they are put through an 8 to 12-week “bootcamp” before they do any client work. Included in this bootcamp is an overview of what associations are and how they work. (I think this is a critical point, one that many vendors overlook!)

  • Personify’s support process has been changed. Where at one time Personify clients had a single point of contact through which clients were to communicate (i.e., a primary rep), customers now have an account team consisting of an account manager, a client success coordinator, and a delivery directory. This will give Personify customers a much broader reach into the organization and should help solve customer issues much more rapidly.

  • Personify has been developing their online learning center (based on the LearnUpon LMS), Personify Academy. Personify Academy has a bunch of videos and other training sources that Personify clients can access at any time.

  • Personify is offering a new software support option that provides free annual upgrades.

I was very pleased with what I learned in the meeting and I’m cautiously optimistic about the direction that Personify is taking under (not-so) new management. I think these are positive developments for both current and future Personify customers.

About author:
  • Wes, it was great to spend time with you too and we are glad that you liked the direction we are heading. We are excited about our Personfiest conference kicking off Sunday in Tampa, with the second highest registration ever!

    • Wes Trochlil

      Glad to hear it, Marc!

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“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

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Western Arts Alliance

Tim Wilson
Western Arts Alliance
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